Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding FLEXPATH+CON RET R1 Common/collective trust in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INTELLISENSE SYSTEMS, INC. INTELLISENSE SYSTEMS, INC. 401(K) PLAN | TORRANCE CA | 138 | $30.4M | $636K |
| 2 | CORPORATE ONE FEDERAL CREDIT UNION CORPORATE ONE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | COLUMBUS OH | 153 | $51.9M | $576K |
| 3 | SHIELDS HEALTH CARE GROUP, INC. |
QUINCY MA |
| 1,334 |
| $103.8M |
| $396K |
| 4 | CURI MANAGEMENT COMPANY, LLC CURI 401(K) PLAN | RALEIGH NC | 207 | $66.3M | $232K |
| 5 | ANNETT HOLDINGS INC ANNETT HOLDINGS, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | DES MOINES IA | 5,008 | $99.9M | $89K |
| 6 | CX MARKETING, LLC THE MOORE 401(K) RETIREMENT SAVINGS PLAN | TULSA OK | 4,483 | $139.2M | $57K |
| 7 | CORPORATE MOVING SYSTEMS, INC. CMS COMPANIES RETIREMENT PLAN | KENT WA | 182 | $16.9M | $55K |
| 8 | OXFORD INDUSTRIES, INC. THE OXFORD INDUSTRIES, INC. RETIREMENT SAVINGS PLA | ATLANTA GA | 6,797 | $218.4M | $48K |
| 9 | ASSURANCEAMERICA CORPORATION ASSURANCEAMERICA CORPORATION 401(K) RETIREMENT PLAN | ATLANTA GA | 372 | $19.9M | $40K |
| 10 | PUMA BIOTECHNOLOGY, INC. PUMA BIOTECHNOLOGY, INC. 401(K) PLAN | LOS ANGELES CA | 170 | $41.3M | $4K |
